LP
LP
Louis Popielarcheck
33 Years of Experience
Raleigh, NC
1 DisclosureBroker
Louis Popielarcheck is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2008Settled
Other Business Activities
Louis owns and manages rental properties through Virginia Creeper Lane, requiring minimal time. He is also a partner in WSP Farms LLC and H 7 Outdoors LLC, and a sole proprietor of LM5 Field of Visions, all investment-related.
Employment History
Current Registrations
Morgan Stanley
February 2012 - Present · 14 yrs 5 mos
Morgan StanleyBroker
February 2012 - Present · 14 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLC
June 2007 - February 2012 · 4 yrs 8 mos
Wells Fargo Advisors, LLCBroker
June 2002 - February 2012 · 9 yrs 8 mos
Wachovia Securities, INC.Broker
March 2000 - June 2002 · 2 yrs 3 mos
Nylife Securities INC.Broker
May 1999 - May 2000 · 1 yr
Aag Securities, INC.Broker
March 1996 - May 1999 · 3 yrs 2 mos
Jefferson-Pilot Investor Services, INC.Broker
February 1995 - March 1996 · 1 yr 1 mo
F.N. Wolf & CO., INC.Broker
June 1991 - April 1994 · 2 yrs 10 mos
State Registrations36 states
ALARAZCACOCTDCFLGAILINKSKYMAMDMIMNMOMSNCNENJNMNYOHPARISCTNTXUTVAVirgin IslandsWAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.